Anic Equity¶
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Total return since start: 0.557 %¶
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Equity now: -----------------------------> 47566.34 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46168.32 Kr¶
PnL: ---------------------------------------> -720.25 Kr¶
DD now: ---------------------------------> -2.187 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 13:45:01.094888'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.640000 | 3120.000000 | 193.000000 | 6.590000 | 2927.000000 |
| HMS Networks | 2 | 0.360000 | 782.800000 | 109.800000 | 16.320000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.660000 | 3538.000000 | 84.000000 | 2.430000 | 3453.999992 |
| HEBA B | 70 | -3.610000 | 2709.000000 | 73.000000 | 2.770000 | 2636.000010 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| SAAB B | 8 | -0.050000 | 3418.400000 | 41.400000 | 1.230000 | 3377.000000 |
| AcadeMedia | 12 | 1.280000 | 586.800000 | 29.800000 | 5.350000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.850000 | 384.500000 | 29.500000 | 8.310000 | 355.000000 |
| Resurs Holding | 22 | -1.230000 | 602.580000 | 28.580000 | 4.980000 | 573.999998 |
| Swedbank A | 3 | 0.460000 | 592.050000 | 28.050000 | 4.970000 | 564.000000 |
| OEM International B | 7 | 0.260000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Intrum | 4 | -0.660000 | 544.400000 | 17.400000 | 3.300000 | 527.000000 |
| Eastnine | 4 | 0.320000 | 507.200000 | 16.200000 | 3.300000 | 491.000000 |
| Norva24 Group | 16 | -0.860000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Securitas B | 6 | -1.690000 | 578.040000 | 8.040000 | 1.410000 | 570.000000 |
| Corem Property Group B | 59 | -4.710000 | 584.690000 | 7.690000 | 1.330000 | 576.999999 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.730000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| Creaspac SPAC | 6 | -0.620000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Coor Service Management Hold. | 8 | -1.630000 | 532.000000 | 0.000000 | 0.000000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.370000 | 561.750000 | -0.250000 | -0.040000 | 562.000005 |
| Handelsbanken A | 5 | 0.690000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Midsona B | 63 | 0.670000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Boozt | 12 | -1.940000 | 1638.000000 | -16.000000 | -0.970000 | 1653.999996 |
| CTEK | 13 | -1.020000 | 504.400000 | -29.600000 | -5.540000 | 533.999999 |
| Essity B | 2 | 1.680000 | 543.400000 | -30.600000 | -5.330000 | 574.000000 |
| International Petroleum Corp. | 5 | -1.920000 | 563.000000 | -31.570000 | -5.310000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.930000 | 3815.000000 | -35.000000 | -0.910000 | 3850.000000 |
| Vivesto | 1368 | 2.020000 | 565.260000 | -47.740000 | -7.790000 | 612.999432 |
| Fasadgruppen Group | 35 | 1.900000 | 3759.000000 | -52.000000 | -1.360000 | 3810.999990 |
| Essity A | 4 | 1.860000 | 1094.000000 | -55.000000 | -4.790000 | 1149.000000 |
| Beijer Electronics Group | 26 | 3.550000 | 2880.800000 | -90.200000 | -3.040000 | 2971.000006 |
| OX2 | 18 | 1.370000 | 1465.200000 | -198.800000 | -11.950000 | 1663.999992 |
| Axfood | 13 | 1.720000 | 3526.900000 | -229.100000 | -6.100000 | 3756.000001 |
| Ovzon | 52 | -2.240000 | 2719.600000 | -642.400000 | -19.110000 | 3361.999992 |
| TOTAL | 46168.320000 | -720.250000 | -2.18703% | 46888.564618 |
Updated:¶
'2023-01-30 13:45:14.302631'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
